See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,392 | $53,127-14.6% | $86,590-47.6% | $70,131-35.3% |
| Participation rate | 88.9% | 65.3%+23.6pp | 73.5%+15.3pp | 69.5%+19.3pp |
| Annual return | 16.69% | 27.66%-11.0pp | 964.84%-948.1pp | 73.14%-56.4pp |
| Employer contribution / active EE | $2,387 | $2,068+15.4% | $2,839-15.9% | $2,342+1.9% |
| Participant deferral / active EE | $1,910 | $2,696-29.2% | $3,609-47.1% | $3,332-42.7% |
| Admin fee / account holder | $1,214 | $3,585-66.1% | $4,906-75.3% | $4,645-73.9% |